Semiconductor News & Analysis Feed
6599 articles
2026-06-12
www.financialcontent.com
2026-06-12
FinancialContent
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropp
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
www.timothysykes.com
2026-06-12
timothysykes.com
Entegris Inc. stocks have been trading up by 10.29 percent following robust semiconductor demand driving strong growth expectations.
Live Update At 14:33:03 EDT: On Thursday, June 11, 2026 Entegris Inc. stock [NASDAQ: ENTG] is trending up by 10.29%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
ENTG’s tape shows a stock grinding hig
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
QCOM
+6.15%
GOOGL
+0.39%
AMZN
+1.47%
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Trading disclosure
Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 3 min read
QCOM
+6.15%
NVDA
+2.22%
AMZN
+1.47%
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Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
Neura Robotics, backed by Qualcomm, Nvidia and Amazon, has secure
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
+2.22%
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
NVDA
+2.22%
ABRI.PVT
Trade NVIDIA on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why ASML Holding Stock Popped Today
Rich Smith, The Motley Fool
Thu, June 11, 2026 at 10:54 AM PDT 2 min read
ORCL
-8.53%
ASML
+9.53%
NVDA
+2.22%
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Trading disclosure
ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (NYSE: ORCL) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 b
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster
David Moadel
Thu, June 11, 2026 at 10:40 AM PDT 4 min read
MU
+11.66%
NVDA
+2.22%
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Trading disclosure
Quick Read
Wolfe Research's Chris Caso raised his Micron price target to $1,250, implying 37% more upside after the stock's 223% year-to-date rally.
Micron post
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
TSM
+2.10%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one o
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
MU
+5.42%
NVDA
+1.09%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)'s shares are among
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Corp. (NVDA) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
NVDA
+1.22%
000660.KS
+2.59%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the
13 Best Stocks to Invest In According to Billionaire Ken Griffin.
NVIDIA Corp. (NASDAQ:NVDA)’s shares haven’t seen much love from investors in 2026. Year-to-d
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Marvell vs. Micron: One Stands to Gain More From AI Demand
Vandita Jadeja
Thu, June 11, 2026 at 10:26 AM PDT 4 min read
MU
+11.66%
MRVL
+11.13%
005930.KS
-1.16%
NVDA
+2.22%
000660.KS
+2.59%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MRVL's custom silicon and optics drove 28% revenue growth while MU's HBM shortage pushed gross margins from 37% to 74% in one year.
Micron raised its d
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Samsung Collaborations On 2nm And 3D‑IC Put Investor Focus On Valuation
Simply Wall St
Thu, June 11, 2026 at 10:10 AM PDT 2 min read
005930.KS
-1.16%
SNPS
-1.47%
CDNS
+0.09%
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Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Samsung Electronics has expanded its collaborations with S
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Prediction: Nvidia Set to Hit $250 on This Date
Vandita Jadeja
Thu, June 11, 2026 at 9:41 AM PDT 4 min read
NVDA
+2.22%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA posted $81.6B in revenue with 85% growth yet trades at $208, requiring a 20% gain to reach $250 by early 2027.
Wall Street's 58 buy ratings target $298, but a conservative model pegs $256 as base case, citing mega-cap
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?
Rich Duprey
Thu, June 11, 2026 at 8:44 AM PDT 4 min read
NVDA
+0.74%
SPCX
0.00%
AMD
+3.25%
AVGO
+2.04%
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Trading disclosure
Quick Read
Nvidia has dropped roughly 15% from its $236 all-time high, sitting just 5% away from official bear market territory at $189.
The SpaceX IPO is pull
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
+11.66%
ORCL
-8.53%
NVDA
+2.22%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
Trade MU on Coinbase
Trading disclosure
Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Soumya Eswaran
Thu, June 11, 2026 at 8:23 AM PDT 3 min read
TXN
+2.39%
Trade TXN on Coinbase
Trading disclosure
Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is avail